-73.5%
OPEN vs ZBH
-7.7%
-65.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.3% |
| 7D | -11.4% | -4.7% | -6.8% | -11.5% |
| 30D | -20.1% | -4.5% | -15.6% | -20.1% |
| 3M | -37.6% | +7.6% | -45.2% | -37.5% |
| 6M | -47.1% | +0.3% | -47.3% | -46.7% |
| YTD | -52.1% | +4.5% | -56.7% | -51.6% |
| 1Y | -73.5% | -9.4% | -64.1% | -76.5% |
| All | -73.5% | -7.7% | -65.8% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling